Painless tax returns with the Taxable Income Report
Today we have added the first of the report pages to Sharesight -- the Taxable Income Report. This report is designed to take the pain out of declaring dividends in your end of year tax return by producing all of the information you need at the click of a button. Gross dividend, imputation credits, and withholding tax information is collated and summarised in an easy to read format. Sharesight provides separate reports for NZ income and overseas income to match the format of your IR3 return.
Is your client data at risk? 5 questions to ask your tech provider
Protect client data with these five essential cybersecurity questions every financial adviser should ask their technology providers.
Get the full Sharesight experience with the app and web platform
Learn how to get the most out of Sharesight by using the app and web platform together for performance tracking, analysis, reporting and tax planning.
See clients' full wealth picture with Sharesight and myprosperity
Connect Sharesight and myprosperity to see clients’ full financial picture, streamline management, and deliver more insightful advice.